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BFA
Brendel Financial Advisors’s
iShares US Oil Equipment & Services ETF
IEZ
Stock Holding History
Brendel Financial Advisors’s Portfolio
IEZ Stock Details
IEZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.31M
Buy
+45,112
New
+$1.2M
0.65%
45
Other funds holding IEZ
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MWM
MinichMacGregor Wealth Management
Saratoga Springs, New York
$567M AUM
32.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
ASN
Advisory Services Network
Atlanta, Georgia
$7.52B AUM
29.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PFS
Prospera Financial Services
Dallas, Texas
$6.21B AUM
26.82%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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